Marjorie L. Fox, JD, CFP^®, AIF^®

Chief Executive Officer
Partner and Co-Founder

Marjorie L. Fox, JD, CFP^® founded Fox, Joss & Yankee, LLC in January 2006 after 15 years as a principal of Rembert, Pendleton & Fox (formerly known as Rembert, D’Orazio & Fox and Hopewell Rembert Advisors). An established client base gave Marjorie and her partners, Dan Joss and Jon Yankee, an opportunity to build a firm based upon best practices. With the goal of exceptional client service, FJY continues to focus on recruiting and retaining talented staff, planning for an internal succession, developing work flow processes and financial management systems, and integrating leading-edge technologies.

 The National Capital Chapter of the Financial Planning Association (FPA) honored Marjorie with its 2009 Planner of the Year Award. She has been a member of the FPA (and its predecessor organizations, the ICFP and the IAFP) since 1989. In the ‘90s, she served as President of the Northern Virginia Society of the ICFP, as a Vice President of the National Capital Chapter of the IAFP, and as Dean of the 9^th Annual ICFP Mid-Atlantic Retreat. Marjorie is a NAPFA Registered Financial Advisor who served on the NAPFA National Board of Directors from 2004-2007. She is a former Chair of the NAPFA Northeast/Mid-Atlantic Region Board.

Marjorie received a Bachelor of Arts degree in Economics, cum laude, from Pomona College and a Juris Doctor degree from UCLA Law School.  She was admitted to the State Bar of California in 1981 and to the District of Columbia Bar in 1985.  Prior to joining Hopewell Rembert Advisors as an associate advisor in 1985, Marjorie co-authored Estate Planning Techniques with Paul R. Dean ofGeorgetownUniversityLawCenter and was a systems engineer with IBM and a systems analyst with Goode & Kiernan, CPAs inLos Angeles.

Medical Economics named Marjorie as one of the best financial advisors for doctors in its first list published in July 1998, and most recently in November 2011.  Washingtonian magazine named Marjorie one of the DC area’s top financial planners in its first list in October 1994, and most recently in November 2010. Worth magazine has recognized her as one of the country’s “Best Financial Advisers.” She has been quoted in The Wall Street Journal, The New York Times, The Washington Post, Newsweek, Fortune, Forbes.com, U.S. News & World Report, Kiplinger’s, Business Week Online, Money, Investment Advisor, Investment News, ABA Journal, Financial Planning, MorningstarAdvisor.com, Bloomberg Wealth Manager, Financial Advisor, Physicians Financial News, and Street.com.

Marjorie lives in Great Falls, Virginia. She and her husband, David, a forensic sciences consultant recently celebrated their 38^th wedding anniversary. Their son, Doug, is engaged to be married to Kacie Davis next July 28^th in Lake Arrowhead, California.  Marjorie is a past president of the Cornwell Farm Homeowners Association and is an active member of Immanuel Presbyterian Church inMcLean,Virginia. She enjoys travel, reading, walking, and time with family and friends.